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StewardWise AI | Donor Intelligence Layer | Aubree
StewardWise AI
Donor Intelligence Layer
Aubree PIP

Built for nonprofits. Not adapted for them.

55% of your donors disappear every year. Quietly. Invisibly.

You Don't Have an Acquisition Problem.
You Have a $847,000 Leak.

You didn't get into this work to manage software. You didn't get into it to read dashboards either. Aubree does what every tool before it only promised.

You spent $120,000 acquiring 200 donors last year. While you were celebrating, 110 walked away silently. That is $1,333 per donor, when the industry average is $600. StewardWise AI detects the leak before it happens, surfaces the major gifts already in your database, and personalizes every relationship at scale.

90 days
Early lapse warning
83%
Donor save rate
42%
Recurring donation increase
39%
Average gift value increase
10.6x
ROI · Founding 100

✓ Free 30-minute retention health check ✓ No pitch. Just your retention number. ✓ Built for nonprofits. Not adapted for them.

The Fundraising Treadmill

You're Filling a Leaking Bucket.

The average nonprofit spends 70% of its development budget on acquisition, chasing new donors while existing ones quietly walk away. The math is brutal. The solution is simple. Neither is visible without intelligence.

The current reality. 1,000 donor file.
Annual revenue (avg. $500 gift)$500,000
Donors lost to attrition (55%)550 donors
Revenue lost$275,000
Cost to replace them$330,000
Net resultGoing backwards
You're spending
$330K to recover $275K
because of a leak you're not monitoring
With 10% retention improvement, AI-powered.
Additional donors retained+100 donors
Year 1 retained revenue+$50,000
Retention cost$10,000
Year 2 (retained donors give again)+$87,000
Year 3 (major gift pipeline builds)+$215,000
5-year compounding lifetime value
$412,000+
per 10% retention improvement in year one alone.
How donor attrition actually happens. The slow fade.
Stage 1
Months 1 to 3
Engagement starts declining. Fewer email opens. One skipped event.
Stage 2
Months 4 to 6
Giving pattern disruption. Smaller gift. Misses usual timing.
Stage 3
Months 7 to 12
Communication becomes one-way. You send. They don't respond.
Stage 4
Month 13 and beyond
Full lapse. They've mentally moved on. No gift arrives.
Traditional response
Now you notice
Reactivation rates below 15%. The relationship is effectively over.
70 to 85%
save rate at Months 1 to 3
Below 15%
save rate at Month 13
The only thing that changes the outcome is timing. Intervening at Months 1 to 3 yields a 70 to 85% save rate. Waiting until month 13 drops that below 15%. StewardWise AI makes Month 1 visible so you never reach Month 13.
The Donor Intelligence Layer

Ten AI Agents. One Architecture.
Zero Revenue Left Unprotected.

StewardWise AI deploys ten specialized agents across your entire donor file. Lapse risk detected early. Hidden major gift capacity surfaced. Personalized stewardship at scale. Aubree does what every tool before it only promised.

83% save rate
Agent 01 · Early Warning Intelligence
Donor Risk Alert

A donor in your database is about to leave and you don't know it yet. Donor Risk Alert flags pre-lapse behavior 90 days out, generates a retention playbook in seconds, and gives you a 73% likelihood of renewal if the sequence runs. At months 1 to 3. Not month 13.

  • 90-day early warning with 83% predictive accuracy across 100,000+ donor journeys.
  • Opens-without-clicks flagged as pre-lapse signal before the gift stops.
  • 3-touch retention sequence generated automatically per donor.
  • Reactivation rate: 83% early vs. below 15% post-lapse.
Live Early Warning Alert
Donor: Jennifer Martinez
Score: 38/100, down from 72 three months ago. 78% lapse probability.
Signals: Email opens dropped from 58% to 12%. Declined 2 events. 89 days no engagement.
Action: Personal call + impact report + donor appreciation invite.
Act within 7 days for optimal re-engagement probability.
See Agent
94/100 match score
Agent 02 · Story Intelligence
Impact Story Match

We didn't just find that a donor is leaving. We found the exact story that will bring them back. Impact Story Match maps a donor's giving history, professional background, and mission affinity to the specific program story they're waiting to hear, and generates the appeal email that delivers it.

  • 94/100 match score. Not a random story. The story.
  • Donor background cross-referenced: career, foundation priorities, prior giving.
  • Program story library surfaced from your existing impact data.
  • Appeal email generated from the match. Precision stewardship, not personalization.
See Agent
$84,300 found
Agent 03 · Major Gift Intelligence
Donor Prioritization

There is $84,300 sitting in your existing donor database right now. Not from new donors. From donors already giving below their actual capacity. Donor Prioritization identifies the gap, builds the 24-month upgrade path, and tells you exactly how to ask at each step without losing the relationship.

  • Wealth indicator cross-reference: professional background, real estate, board memberships.
  • Current gift vs. capacity gap surfaced per donor.
  • Step-upgrade ladder with framing for each ask.
  • Same methodology major gift consultants charge $50,000 to run manually.
See Agent
Next move always clear
Agent 04 · Activity Intelligence
Activity Tracker

When your best development associate leaves, what happens to every relationship they were managing? Activity Tracker auto-logs every donor interaction, detects follow-through gaps before they become lost relationships, and tells your team exactly who to call today and what to say.

  • Interaction timeline auto-populated. No manual CRM logging required.
  • AI Next Move panel: specific action, specific donor, specific timing.
  • Milestone detection: 700th volunteer hour flagged as planned gift window.
  • Institutional memory that survives staff turnover.
See Agent
707 signals analyzed
Agent 05 · Sentiment Intelligence
Sentiment Analysis

Your donors are telling you they're leaving in every email they open without clicking, every survey response with distance, every event they stop attending. Sentiment Analysis reads all 707 signals across a 90-day window and flags the ones that need immediate human attention.

  • 707 stakeholder communications analyzed per 90-day window.
  • Behavioral pattern shift detection: opens-only flagged as emotional disengagement.
  • Explicit language signals flagged within 72 hours.
  • Channel recommendation: when email is no longer effective, escalate to phone.
See Agent
$375K identified
Agent 06 · Funding Intelligence
AI Funder Intelligence

Your next $375,000 in grant funding is already out there. AI Funder Intelligence scans 120,000+ foundation records in real time, matches opportunities to your exact mission focus, and surfaces deadlines before your team would have found them manually.

  • 120,000+ foundations scanned across Foundation Center, Candid, state and federal databases.
  • 94/100 alignment score for top matches. Mission fit, not keyword hits.
  • Deadline urgency flagged: opportunities closing within 90 days surfaced first.
  • 200 hours of manual foundation research eliminated per grant cycle.
See Agent
30 seconds vs. 12 hours
Agent 07 · Reporting Intelligence
Impact Summary Generator

Your Q1 board report used to take 12 hours to compile. Impact Summary Generator turns your raw program data into board-ready and funder-ready summaries in 30 seconds, with outcomes vs. targets, donor impact statements, and strategic recommendations built in.

  • Board version and funder version generated from the same data. Different frame.
  • Executive summary, key outcomes, donor impact statement, strategic recommendation.
  • Grant impact report with theory of change narrative and next-period funding request.
  • 12-hour reporting process becomes a 30-second draft and a 15-minute refinement.
See Agent
Built from data, not instinct
Agent 08 · Campaign Intelligence
Case for Support Generator

The most important document in your fundraising year is your Case for Support. Most organizations write it once, from instinct. Case for Support Generator builds it from your live impact data every campaign, automatically. Problem, evidence, gap, tiered asks, proof.

  • Framework: problem, evidence, gap, ask, proof, invitation.
  • Tiered asks built in: $5K, $10K, $25K with specific program impact per level.
  • Marcus Johnson proof narrative integrated from your actual program outcomes.
  • Rebuilt from live data every campaign. Not recycled from last year.
See Agent
6 warm intros found
Agent 09 · Network Intelligence
Board Connection Mapping

Your board members know people. The question is whether you know who they know. Board Connection Mapping surfaces warm introduction paths to funders, grant decision-makers, and major gift prospects hiding in your board's professional networks. Systematically, not accidentally.

  • Professional network analysis across all board members.
  • Direct connections to grant decision-makers surfaced with deadline urgency.
  • Warm introduction paths identified: 3x higher grant success rate vs. cold outreach.
  • Specific, actionable board asks. Not a general request to help fundraise.
See Agent
$175K to $300K pipeline
Agent 10 · Partnership Intelligence
Corporate Partnership ID

Corporate CSR budgets are the most underutilized funding source in the nonprofit sector. Corporate Partnership ID analyzes 10,847 corporate CSR reports, identifies your highest-aligned companies, and connects them to warm introduction paths already in your board's network.

  • 10,847 corporate CSR reports analyzed. Mission alignment scored, not cold-matched.
  • $175,000 to $300,000 annual partnership pipeline identified per deployment.
  • Board network warm introductions cross-referenced from Board Connection Mapping.
  • Every outreach targeted and relevant. No generic sponsorship asks.
See Agent
The Hidden Treasure Insight

Your Best Major Gift Prospect Is Already in Your Database.

Traditional prospect research chases wealthy strangers with no connection to your mission. StewardWise AI looks inward and finds the people who already love you, already trust you, and are waiting to be invited into something bigger.

"We spent years chasing cold prospects with wealth but no connection to our mission. These 15 donors already loved us. They just needed to be invited into transformational giving. AI showed us who to ask. That's it. That's the whole secret."

Chief Development Officer, National Health Nonprofit

The Equity Argument

Right now, only the largest nonprofits can afford full prospect research teams and dedicated major gift officers for every segment. StewardWise AI democratizes stewardship excellence. A $2M organization with 2 development staff can now manage relationships with the sophistication of a $50M institution.

The Three Upgrade Signals AI Detects

1
Engagement Acceleration
Email open rate jumped from 30% to 75%. Started attending events. Sharing your content. Asking detailed program questions.
Affinity is growing. They're ready for a bigger ask.
2
Giving Pattern Acceleration
Annual $1,000 gift for 5 years. Then $1,500, then an unscheduled $500, then $300 to an emergency appeal. All within 8 months.
Increased capacity plus urgency. Time for the major gift conversation.
3
External Capacity Signals
LinkedIn shows VP promotion. Property records show new home purchase. SEC filings show stock grants vesting.
They have capacity now. Do they know you have opportunities for larger impact?
Case Study · National Health Nonprofit
$52,000
In retained and upgraded revenue in the first 90 days. A Founding 100 organization deployed three months ago. Two lapsed donors reactivated. One major gift conversation opened that had never been on the radar.
2 lapsed donors reactivated 1 major gift conversation opened $18K retained in first 60 days
Measured Outcomes

What Early Deployments Are Already Measuring

Across early Founding 100 deployments and nonprofit industry benchmarks.

83%
Donor save rate, early warning interventions
42%
Increase in monthly recurring donations
39%
Increase in average donation value
10.6x
ROI on Founding 100 investment
Early Deployment · PIP Donor Intelligence Layer · 90 Days In
Community Health Nonprofit
Development team of 2 · Founding 100 member · 90-day deployment
"We had no idea three donors were about to leave. StewardWise flagged all three in week two. We made the calls. Two of them are still with us. The third told us something we needed to hear. That alone paid for the year."
Executive Director, 90 days post-deployment
90-Day Snapshot · Trending Up
At-risk visibility: zero
→
11 donors flagged proactively in week 2
Lapse interventions: none
→
2 of 3 flagged donors saved
Major gift pipeline: undocumented
→
3 upgrade conversations identified
Staff time on data entry: 40%
→
Down to 12%. Trending toward 5%.
+41%
Development staff satisfaction
60% less
Staff turnover
30 to 65%
Time on meaningful relationships
"I stopped dreading Monday mornings. Instead of panicking about replacing last month's lapsed gifts, I'm investing in relationships that will fund our mission for decades. AI didn't replace me. It gave me back my job."
Development Director, 9 months post-deployment
Philanthropic Intelligence Platform

StewardWise AI Is One Layer of Four

Deployed alone, StewardWise AI stops the donor attrition leak and builds major gift pipeline. Deployed as part of the full PIP, donor intelligence connects to operations, funding discovery, and communications, creating a flywheel that compounds.

Operations AI
Administrative Intelligence
PIP Suite
StewardWise AI
Donor Intelligence
Current Suite
Acquire AI
Funding Intelligence
PIP Suite
Mission Control
Communications Command
PIP Suite
Pricing

Stop the Leak Before It Costs You.

Every plan includes the full StewardWise AI Donor Intelligence Layer, predictive lapse detection, upgrade identification, and personalization active from day one.

Founding 100 · $1,500/month · Rate-locked for life · Full Donor Intelligence Layer active from day one

Starter
$1,500/mo

Founding 100 rate, locked for life. For smaller development teams ready to stop guessing about donor health.

  • ✓ Predictive lapse detection, up to 500 donors
  • ✓ Early warning alerts and intervention recommendations
  • ✓ Engagement health scoring, full donor file
  • ✓ AI-personalized stewardship drafts
  • ✓ Standard CRM integration
Get Started
Enterprise
$1,500/mo

Founding 100 rate, locked for life. For major development operations with large donor files and transformational gift ambitions.

  • ✓ Everything in Professional
  • ✓ Multi-officer portfolio management
  • ✓ Custom predictive model trained on your data
  • ✓ Estate planning signal detection
  • ✓ Dedicated donor intelligence analyst
  • ✓ White-glove onboarding and SLA guarantee
Contact Us

90-Day Retention Improvement Guarantee

If StewardWise AI doesn't measurably improve your donor retention within 90 days, we work with you until it does, or we refund your investment. We're that confident in the early warning system.

Add Implementation Support: Fractional AI Officer

Your Fractional AI Officer configures StewardWise AI against your actual donor file, trains your development team on early warning protocols, and manages your first 90-day retention cycle. No guessing. Results from week one.

$2,975
/month
Free Retention Health Check

Find Out What Your
Leak Is Costing You.

A free 30-minute session. We calculate your actual retention rate and lifetime donor value, numbers most nonprofits don't have. You leave with your actual retention number and actionable retention strategies, whether you work with us or not.

1
Submit this form
We confirm your session within one business day.
2
We run your retention diagnostic
Your actual retention rate, lifetime value, and leak size, calculated.
3
You see your number
Exactly what a 10% retention improvement would mean for your mission financially.
✓
You decide
No pitch. You leave with value whether you move forward or not.
Book Your Donor Retention Health Check
Free · 30 minutes · No pitch

✓ Free 30-minute session  Â·  ✓ No obligation  Â·  ✓ Response within 1 business day

Common Questions

Frequently Asked Questions

Everything you need to know about StewardWise AI and the Donor Intelligence Layer.

StewardWise AI is the Donor Intelligence Layer of Aubree's Philanthropic Intelligence Platform, engineered to stop the donor attrition leak in nonprofit fundraising. It predicts donor lapse 90 days before it happens with 83% accuracy, surfaces hidden major gift prospects within your existing donor file, and personalizes stewardship communications at scale. Most nonprofits lose 55% of donors annually because they can't see the problem coming. StewardWise AI makes it visible and actionable at months 1 to 3, not month 13.
83% predictive accuracy at the 90-day warning threshold, measured across early deployments and nonprofit industry benchmarks. The system monitors 20+ engagement signals per donor: email behavior, giving patterns, event attendance, response rates, and learns from your specific donor file over time. The critical variable is timing. Intervening at months 1 to 3 yields 70 to 85% save rates. Waiting until post-lapse drops that below 15%. StewardWise AI guarantees you never operate at the 15% scenario again.
No. StewardWise AI is your tireless donor intelligence analyst, not a replacement for human relationship building. It tells your gift officers who to focus on, when to reach out, and why the relationship matters, based on data patterns no human could monitor across a full donor file. The actual relationship work remains human work. Organizations using StewardWise AI report development staff spending 65% of their time on meaningful relationship work, up from 30%, with staff satisfaction up 41% and turnover down 60%.
StewardWise AI integrates with major nonprofit CRMs including Salesforce Nonprofit Success Pack, Bloomerang, DonorPerfect, Raiser's Edge NXT, Little Green Light, and Kindful. Integration setup is handled by your implementation team or Fractional AI Officer. No technical expertise required from your development staff. Data sync is continuous once configured.
Most organizations receive their first early warning alerts within 2 to 3 weeks of deployment, as StewardWise AI analyzes historical engagement data and identifies currently at-risk donors. Measurable retention improvement typically appears within 60 to 90 days as those early interventions save relationships that would otherwise have lapsed. The 90-Day Retention Improvement Guarantee reflects our confidence in that timeline. If you don't see measurable improvement, we work with you until you do, or refund your investment.

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